Jonathan Samuel Markle

CRD 2973651 · Morgan Stanley · Blue Bell, PA

IA RegisteredBroker

Also appears in the source record as: Jonathan S Markle

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 10Series 9Series 3SIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (9)

From the source registration record · current first

Morgan StanleyCurrent
Blue Bell, PA · IA capacity

May 20, 2018 → present
Morgan Stanley
IA capacity

Sep 8, 2016 → May 18, 2018
Pnc Investments
IA capacity

Jun 6, 2016 → Aug 9, 2016
Pnc Investments
BD capacity

Jun 3, 2016 → Aug 9, 2016
Blackrock Investments, LLC
BD capacity

Sep 29, 2006 → Nov 5, 2015
Blackrock Investment Management, LLC
IA capacity

Sep 29, 2006 → Nov 5, 2015
Fam Distributors, Inc.
BD capacity

Jul 29, 2002 → Sep 29, 2006
Merrill Lynch Investment Managers LP
IA capacity

Jul 29, 2002 → Sep 29, 2006
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Nov 25, 1997 → Aug 9, 2002

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2973651 ↗ FINRA BrokerCheck record for CRD 2973651 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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